Perigon Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-935
| Closed | -$65K | – | 684 |
|
|
2018
Q1 | $65K | Hold |
935
| – | – | 0.02% | 283 |
|
|
2017
Q4 | $70K | Hold |
935
| – | – | 0.03% | 250 |
|
|
2017
Q3 | $59K | Hold |
935
| – | – | 0.02% | 317 |
|
|
2017
Q2 | $60K | Sell |
935
-1,452
| -61% | -$93.2K | 0.01% | 364 |
|
|
2017
Q1 | $157K | Hold |
2,387
| – | – | 0.03% | 270 |
|
|
2016
Q4 | $171K | Buy |
2,387
+1,452
| +155% | +$104K | 0.04% | 253 |
|
|
2016
Q3 | $66K | Hold |
935
| – | – | 0.02% | 279 |
|
|
2016
Q2 | $71K | Hold |
935
| – | – | 0.02% | 255 |
|
|
2016
Q1 | $64K | Buy |
+935
| New | +$64K | 0.02% | 187 |
|